Applying the 3.8% Net Investment Income Tax Chart

The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT) have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions. Bob Keebler’s chart helps you educate your clients and proactively plan for the changes.